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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,049,483 | $123,155+1564.2% | $108,753+1784.5% | $155,188+1220.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -11.15% | 44.73%-55.9pp | 37.47%-48.6pp | 148.84%-160.0pp |
| Employer contribution / active EE | $4,406 | $2,811+56.7% | $2,427+81.6% | $4,248+3.7% |
| Participant deferral / active EE | $4,406 | $4,623-4.7% | $4,115+7.1% | $6,531-32.5% |
| Admin fee / account holder | $3,237 | $12,126-73.3% | $10,320-68.6% | $14,480-77.6% |